B. Riley Wealth Advisors, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 691 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,113,162
-6.7%
10,799
-3.3%
0.06%
+11.8%
Q2 2023$2,264,285
+14.5%
11,170
+5.5%
0.05%
-3.8%
Q1 2023$1,977,657
+9.6%
10,586
+2.2%
0.05%
+3.9%
Q4 2022$1,804,661
+24.5%
10,360
+17.0%
0.05%
+15.9%
Q3 2022$1,449,000
+122.2%
8,857
+134.4%
0.04%
+63.0%
Q2 2022$652,000
-37.9%
3,779
-24.9%
0.03%
-20.6%
Q1 2022$1,050,000
-33.5%
5,033
-29.5%
0.03%
-24.4%
Q4 2021$1,578,000
+8.2%
7,137
-1.7%
0.04%
-2.2%
Q3 2021$1,459,000
-0.4%
7,260
-0.5%
0.05%
-4.2%
Q2 2021$1,465,000
+31.4%
7,298
+21.4%
0.05%
+23.1%
Q1 2021$1,115,000
+46.1%
6,013
+38.6%
0.04%
-4.9%
Q4 2020$763,000
+19.4%
4,339
+6.3%
0.04%
+20.6%
Q3 2020$639,000
+21.7%
4,080
+11.2%
0.03%
-2.9%
Q2 2020$525,000
+20.4%
3,668
-0.2%
0.04%
-5.4%
Q1 2020$436,000
-24.0%
3,674
-5.3%
0.04%
-24.5%
Q4 2019$574,000
+38.3%
3,881
+27.5%
0.05%
+19.5%
Q3 2019$415,000
-22.0%
3,044
-22.8%
0.04%
-29.3%
Q2 2019$532,000
+4.7%
3,942
+0.8%
0.06%
-7.9%
Q1 2019$508,000
+19.2%
3,912
+5.6%
0.06%
+3.3%
Q4 2018$426,000
-15.1%
3,703
-1.4%
0.06%
+1.7%
Q3 2018$502,000
+14.1%
3,755
+6.6%
0.06%
+3.4%
Q2 2018$440,000
+10.0%
3,523
+6.8%
0.06%
+3.6%
Q1 2018$400,000
+9.9%
3,300
+11.1%
0.06%
+14.3%
Q4 2017$364,000
+48.0%
2,969
+39.5%
0.05%
+19.5%
Q3 2017$246,000
+54.7%
2,129
+26.2%
0.04%
+1266.7%
Q4 2014$159,000
-99.9%
1,6870.0%0.00%
-91.7%
Q2 2014$151,847,000
+104622.1%
1,6870.0%0.04%
-18.2%
Q1 2014$145,000
+1.4%
1,6870.0%0.04%
-4.3%
Q4 2013$143,000
+10.0%
1,6870.0%0.05%
+4.5%
Q3 2013$130,0001,6870.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 679,579$119,429,00032.38%
Wealthquest Corp 661,662$116,280,00024.88%
McCarthy Grittinger Financial Group, LLC 284,266$49,956,85124.76%
JFG Wealth Management, LLC 212,857$37,407,00020.31%
Kistler-Tiffany Companies, LLC 398,161$69,973,00019.94%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,889,788,00018.51%
Berman Capital Advisors, LLC 386,221$67,874,00016.25%
Transamerica Financial Advisors, Inc. 4,460$784,00016.19%
Carlson Capital Management 474,976$85,144,00015.68%
FIDUCIENT ADVISORS LLC 225,083$39,556,00014.70%
View complete list of VANGUARD INDEX FDS shareholders